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1,794 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 867 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $3.33B

0% more capital invested

Capital invested by funds: $198B → $198B (+$553M)

0% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,8101,794 (-16)

20% less funds holding in top 10

Funds holding in top 10: 606487 (-119)

21% less repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 867

Holders
1,794
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.15%
Holding in Top 10
487
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.64%
% of All Funds
15.79%
New
112
Increased
682
Reduced
867
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1601
Wharton Business Group
Pennsylvania
$401K +$46.1K +1,400 +13%
PHAM
1602
Palisades Hudson Asset Management
Florida
$397K +$5.07K +154 +1%
NCM
1603
Novare Capital Management
North Carolina
$396K +$127K +3,861 +48%
AC
1604
Alexandria Capital
Virginia
$392K -$4.93K -150 -1%
KA
1605
KLCM Advisors
Wisconsin
$390K +$140K +4,268 +57%
FHB
1606
First Hawaiian Bank
Hawaii
$385K -$471K -14,311 -55%
GWI
1607
Grace & White Inc
New York
$385K
CCC
1608
Chelsea Counsel Company
California
$384K -$32.2K -980 -8%
WCA
1609
Westover Capital Advisors
Delaware
$383K -$16.5K -502 -4%
BIM
1610
Baldwin Investment Management
Pennsylvania
$383K -$1.65K -50 -0.4%
VWM
1611
Vector Wealth Management
Minnesota
$380K -$19.2K -583 -5%
SC
1612
Schulhoff & Co
Ohio
$380K -$5.43K -165 -1%
RPGK
1613
Retirement Planning Group (Kansas)
Kansas
$379K -$7.67K -233 -2%
SAM
1614
Summit Asset Management
Tennessee
$377K -$24.8K -753 -6%
WA
1615
WealthTrust-Arizona
Arizona
$376K +$10.3K +314 +3%
RU
1616
RobecoSam USA
New York
$375K -$187K -5,688 -34%
AAMU
1617
AEGON Asset Management (UK)
United Kingdom
$374K -$33.6K -1,021 -8%
TFA
1618
Transamerica Financial Advisors
Florida
$371K +$8.85K +269 +2%
CIA
1619
Covington Investment Advisors
Pennsylvania
$370K +$9.05K +275 +3%
SAM
1620
SignalPoint Asset Management
Missouri
$367K +$363K +11,043 New
FNBSF
1621
First National Bank Sioux Falls
South Dakota
$359K +$6.22K +189 +2%
CL
1622
Croft-Leominster
Maryland
$356K +$49.3K +1,500 +16%
PMG
1623
ProVise Management Group
Florida
$349K -$3.26M -99,236 -90%
TSWM
1624
Triangle Securities Wealth Management
North Carolina
$349K +$9.38K +285 +3%
LMF
1625
LMR Master Fund
Cayman Islands
$349K +$344K +10,453 New

MSFT Hedge Fund Activity: Q3 2013 in Review

1,794 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2013, worth a combined $198B — up 0.28% from $198B a quarter earlier.

Fund positioning in MSFT was balanced in Q3 2013: 112 funds opened new positions, 112 closed out, 682 added to existing stakes and 867 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $2.07B.

  • 1,794 institutional investors held Microsoft (MSFT) as of Q3 2013, down from 1,810 in Q2 2013.
  • Funds reported $198B of Microsoft stock for Q3 2013, up 0.28% quarter-over-quarter.
  • 112 funds opened new Microsoft positions in Q3 2013 and 112 closed out, a net change of 0 holders.
  • The largest Microsoft buyer in Q3 2013 was Capital World Investors, an estimated $1.95B added.
  • The largest Microsoft seller in Q3 2013 was Capital Research Global Investors, an estimated $2.07B sold.

Based on aggregated 13F filings for Q3 2013.